Portfolio Builder

Your Plan, Your Way

Your Plan, Your Way

Tell us what you want from your money — we’ll build a portfolio to match.

Tell us what you want from your money — we’ll build a portfolio to match.

Overview

You might not feel like an expert, but you already know what you want from your money. Our portfolio builder just helps you turn that into a strategy: one that’s built around your priorities and grounded in smart portfolio design.

This tool helps you create a plan based on your goals, how long you want to invest, and how much risk you're okay with. After that, you can choose optional themes like tech or global trends, that align with your interests.

What You’ll Get

A clear plan tailored to your goals

A downloadable version to keep or share

Tools and resources to use

How It Works

Design your portfolio from the ground up — with clarity and control.

Step 1

Pick your investment goal.

Step 2

Set your timeline.

Step 3

Set your risk tolerance.

Step 4

See your draft plan.

Step 5

Add investment themes (optional).

Step 6

Finalize your plan, or request a review.

What's Inside

Build your portfolio with confidence and flexibility.

A balanced, behavior-aware plan designed around your real-life preferences.

Smart Risk Adjustments

Modify your portfolio’s risk level and see how it affects your strategy.

Smart Risk Adjustments

Modify your portfolio’s risk level and see how it affects your strategy.

Smart Risk Adjustments

Modify your portfolio’s risk level and see how it affects your strategy.

Personal Strategy Filters

Choose themes like tech, ESG, or income — only if they align with your goals and plan.

Personal Strategy Filters

Choose themes like tech, ESG, or income — only if they align with your goals and plan.

Personal Strategy Filters

Choose themes like tech, ESG, or income — only if they align with your goals and plan.

Instant Portfolio Snapshot

Get a clear visual of your plan, asset breakdown, and projected outcomes — ready to download or review with an advisor.

Instant Portfolio Snapshot

Get a clear visual of your plan, asset breakdown, and projected outcomes — ready to download or review with an advisor.

Instant Portfolio Snapshot

Get a clear visual of your plan, asset breakdown, and projected outcomes — ready to download or review with an advisor.

Make It Yours

Make It Yours

Choose the level of guidance that fits you best.

Choose the level of guidance that fits you best.

Self-Starter

$199

USD

$299

Access all strategies

Future updates included

Guided Plan

Popular

Popular

$299

USD

$399

Access all strategies

Future updates included

1hr call with advisor

Pro Member

$499

USD

$699

Access all strategies

Future updates included

1hr call with advisor

Community access

You seem either very interested, or have questions. Here are a few answers.

Who is the Portfolio Builder for?

What’s included in the 1:1 strategy call?

What is “community access”?

Can I switch plans later?

Do I need to open a brokerage account to use this?

Do I get lifetime access?